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Portfolio (Quarterly) Guide ↗

Creative Capital Management Investments LLC

· CIK 0001957363
13F Portfolio $433M AUM 1,438 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 1157 New 160 Added 39 Reduced 29 Exited
Page 9 of 58  ·  1,157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GL GLOBE LIFE INC COM Financial Services 28.0 $5K 0.00% NEW $178.68 -1.8%
162 MCO MOODYS CORP COM Financial Services 11.0 $5K 0.00% NEW $452.91 +13.6%
163 TD TORONTO DOMINION BK ONT COM NEW Financial Services 41.0 $5K 0.00% NEW $121.44 -1.7%
164 PPG PPG INDS INC COM Basic Materials 41.0 $5K 0.00% NEW $121.29 -5.7%
165 JLL JONES LANG LASALLE INC COM Real Estate 16.0 $5K 0.00% NEW $309.94 +24.6%
166 FSLR FIRST SOLAR INC Energy 21.0 $5K 0.00% NEW $235.95 -12.7%
167 CRS CARPENTER TECHNOLOGY CORP COM Industrials 8.0 $5K 0.00% NEW $616.88 -21.6%
168 CHRW C H ROBINSON WORLDWIDE INC Industrials 26.0 $5K 0.00% NEW $188.35 -19.4%
169 WAT WATERS CORP COM Healthcare 13.0 $5K 0.00% NEW $375.08 +10.4%
170 WRB BERKLEY W R CORP COM Financial Services 69.0 $5K 0.00% NEW $70.54 -2.6%
171 DG DOLLAR GEN CORP COM Consumer Defensive 42.0 $5K 0.00% NEW $115.12 +6.7%
172 SNA SNAP ON INC COM Industrials 12.0 $5K 0.00% NEW $402.42 -1.2%
173 SOFI SOFI TECHNOLOGIES INC COM Financial Services 269.0 $5K 0.00% NEW $17.93 +5.1%
174 CENCORA INC COM 17.0 $5K 0.00% NEW $283.00
175 MFG MIZUHO FINANCIAL GROUP INC SPONSORED ADR Financial Services 502.0 $5K 0.00% NEW $9.58 +9.1%
176 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 64.0 $5K 0.00% NEW $74.53 +3.3%
177 CASY CASEYS GEN STORES INC Consumer Cyclical 6.0 $5K 0.00% NEW $794.83 +1.5%
178 BA BOEING CO COM Industrials 22.0 $5K 0.00% NEW $216.45 -2.0%
179 RNR RENAISSANCERE HLDGS LTD COM Financial Services 15.0 $5K 0.00% NEW $316.93 +4.7%
180 NVT NVENT ELEC PLC SHS Industrials 28.0 $5K 0.00% NEW $169.61 -8.5%
Page 9 of 58  ·  1,157 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.8%
Industrials 14.0%
Consumer Cyclical 11.0%
Financial Services 10.7%
Healthcare 8.1%
Communication Services 6.9%
Consumer Defensive 4.1%
Utilities 2.1%
Energy 1.6%
Basic Materials 0.9%